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Who they serve

Fee-only advisors for multi-generational families

Multi-generational families bring planning challenges that don't surface in a single-household relationship: financial education across generations, governance and decision-rights, gifting and dynasty trusts, family meetings, and the coordination that lets a senior generation transfer wealth and stewardship without losing alignment.

By the numbers

The Wellspent public graph lists 2,589 fee-only financial advisors who work with multi-generational families at 678 firms, most in Boston, Houston and Atlanta. 36% hold the CFP certification. Of the 2588 with fees on file, 97% charge percentage of assets.

Advisors listed
2,589
Firms
678
Cities
525
Hold the CFP
36%
  • Other credentials: CFA 15% · CPA 1% · EA 0%
  • How they charge (of 2588 with fees on file): percentage of assets 97% · fixed fees 62% · hourly 44% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with multi-generational families

Fee-only advisors who work with multi-generational families: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Parker Anderson Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Partick Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Patrick Latta ACT Advisors Asheville Not listed Ongoing planning fee
Paul Ayotte Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Paul Burgdorf Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Paul Karger TwinFocus Boston CFA Percentage of assets, Hourly
Paulette Greenwell Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Peter Pavlov Lynx Investment Advisory Columbia Not listed Percentage of assets, Fixed fees
Philip Fessler AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Preston Eder HFG Trust Kennewick Not listed Percentage of assets, Hourly
Richard Chen Veris Wealth Partners New York Not listed Percentage of assets, Hourly
Richard Lakin IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Richard Matthias Matthias Winter Park Not listed Percentage of assets, Hourly
Richard Roscelli Cardea Capital Advisors Vero Beach Not listed Percentage of assets, Fixed fees
Richard Simonetti Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Richard Thompson Resonant Capital Advisors Madison CFP, CFA Percentage of assets, Hourly
Rob Sigler Westshore Wealth Newport Beach Not listed Percentage of assets, Hourly
Robert Featherstone Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Robert Napolitano Napier Financial Braintree Not listed Percentage of assets, Hourly
Robert Nelson Sunset Retire Provo Not listed Percentage of assets, Hourly
Robert Patrick Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Robert Warmkessel Grange Capital Beaverton Not listed Percentage of assets
Robert Whitehead HeadInvest Portland Not listed Percentage of assets, Hourly
Robert Willis Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Roman LeFebure Main Street Research Lakeville Not listed Percentage of assets
Ronald Smith Blue Ocean Capital West Palm Beach Not listed Percentage of assets, Hourly
Roxanna Guinan Cardea Capital Advisors Coral Gables Not listed Percentage of assets, Fixed fees
Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence Wealthcare for Women Atlanta Not listed Percentage of assets, Flat fee or retainer
Ryan Carragher The Clifford Group Wayland Not listed Percentage of assets
Ryan Cortner Clearwell Group Tampa CFA Percentage of assets, Fixed fees
Ryan Fujioka Fire Capital Management San Francisco Not listed Flat fee or retainer, Percentage of assets
Ryan Meacham Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Ryan Motsinger Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
S Bean Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Samuel Rice PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Sandra Tackett Paradiem Covington Not listed Percentage of assets, Hourly
Sara Craven Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Sarah Kopesky BREAKTHRU Family Muskego Not listed Percentage of assets, Hourly
Scott Womack Womack Wealth and Business Management Manhattan Beach Not listed Percentage of assets, Hourly
Sean Meunier Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Sean Planchard Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Sean Toohey Alpine Private Wealth Omaha Not listed Percentage of assets
Sherry Karlsson Rssic San Francisco Not listed Percentage of assets, Hourly
Shivani Patel DeDora Capital Napa Not listed Percentage of assets, Hourly
Shufan Cao Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Simone Liu AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Sinon Bennett Wavvest Chicago Not listed Percentage of assets
Soojin Hwang Grange Capital Beaverton Not listed Percentage of assets
Stephanie Andersen Main Street Research Lakeville Not listed Percentage of assets
Stephanie Holston Kilter Group Witchita Not listed Percentage of assets, Fixed fees

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Related lists

Specialties that serve multi-generational families